Ratio Wealth Group’s Amazon AMZN Stock Holding History

Ratio Wealth Group’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$797K	Buy	4,419 +246	+6%	+$41.1K	0.15%	52
2023 Q4	$634K	Buy	4,173 +295	+8%	+$41.4K	0.14%	51
2023 Q3	$493K	Buy	3,878 +95	+3%	+$12.7K	0.12%	51
2023 Q2	$493K	Buy	+3,783	New	+$432K	0.12%	48
2022 Q4	$271K	Sell	3,223 -3,014	-48%	-$298K	0.08%	50
2022 Q3	$705K	Buy	6,237 +515	+9%	+$65.1K	0.23%	40
2022 Q2	$608K	Buy	5,722 +2	+0%	+$250	0.2%	40
2022 Q1	$932K	Buy	5,720 +440	+8%	+$68K	0.28%	36
2021 Q4	$880K	Hold	5,280	–	–	0.26%	33
2021 Q3	$867K	Buy	5,280 +2,380	+82%	+$411K	0.28%	32
2021 Q2	$499K	Buy	2,900 +360	+14%	+$59.8K	0.18%	35
2021 Q1	$393K	Buy	2,540 +440	+21%	+$69.7K	0.16%	36
2020 Q4	$342K	Buy	+2,100	New	+$335K	0.18%	34

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ratio Wealth Group's AMZN Position: Q1 2024 in Review

Ratio Wealth Group increased its Amazon (AMZN) stake by 5.9% in Q1 2024, buying an estimated $41.1K and bringing the position to 4,419 shares worth $797K. The position accounts for 0.15% of the portfolio, ranked #52.

Ratio Wealth Group first reported a position in AMZN in Q4 2020 and has held it in 13 quarters since. The position peaked at $932K in Q1 2022. 4,850 funds tracked by Wall St. Rank hold AMZN as of Q1 2024.

Ratio Wealth Group held 4,419 shares of Amazon worth $797K as of Q1 2024.
Ratio Wealth Group bought 246 Amazon shares in Q1 2024, an estimated $41.1K.
Amazon made up 0.15% of Ratio Wealth Group's portfolio in Q1 2024, its #52 holding.
Ratio Wealth Group first reported a position in Amazon in Q4 2020 and has held it in 13 quarters since.
Ratio Wealth Group's Amazon position peaked at $932K in Q1 2022.
4,850 funds tracked by Wall St. Rank held Amazon as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.